The Track Pre-Commissions screen allows you to take a look at a snapshot view of all the Pre-Commission requests that have been Submitted for Approval.
Requires the Elite Version of AccuLynx to access the Track Pages.
Hover over the Track menu at the top of the screen, and then select Pre-Commissions.
Pre-Commissions
From left to right, this screen shows you a list of all Pre-Commissions that are Ready to Request, have been Requested, have been Approved, or have been Paid.
- Check this box to select all the Jobs in a section.
- Clicking on the Print Icons at the top of the page will allow you to Print the selected list. You must have at least one Commission selected for this option to become available.
- You can move the Job either one status to the left or right by checking the box for at least one Job and choosing either the left or right arrow.
- The Search Results field allows you to Filter the information shown. Entering “Jones”, for example in the Customer column filter will only show you the Jobs whose name is, or contains, “Jones”.
- Check this box to select one Job at a time.
- By clicking on the blue Job Number or Job Name, you will be taken directly to that Job's Commissions page.
Note: Commissions that are Paid will be removed from the list after that Job is marked as Closed. To learn how to pay Commissions, Click Here.
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